On online checklist tool that is used on boarding new clients and also provides a wealth of benefits including better understanding of client challenges and highlighting opportunities to cross-sell accounting services.

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Bookkeeper's Quote PLUS over 80 Tools and Templates for Professional Bookkeepers. Only $17.95 per month.

 

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Bookkeepers Quote


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Easy to use and intuitive interface with popup help info

 

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The goal of Bookkeeper's Quote™ is to provide an online software tool for a bookkeeper to Communicate 2 their client to ensure accurate professional quotes, based on proven bookkeeping standards that will help you earn more money.

Completely Online! No software to download or update, just login and start quoting!

Features

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  bullet  Save, edit, or delete any of the quotes you create. 
  bullet  Preset with proven standard rates to get you started quickly.
  bullet  Set your hourly rates, and individual time per bookkeeper task.
  bullet  Maintain a list of all client bookkeeping quotes you’ve created, and recall as needed. 
  bullet  Print professional looking quotes and detailed quote parameters.
  bullet  Establish bookkeepers' job description necessary to satisfy each clients’ own expectation.
  bullet  Count the actual flow of information that arrives from the client.
  bullet  Justifies in writing the expectations of a bookkeeper at commencement.
  bullet  Opens up communication when the bookkeeping services provided exceed the initial expectations.
  bullet  Opportunity to utilize codes for invoicing reference.

 

 
Proven Results!

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check  Designed exclusively for bookkeeping and accounting service businesses globally. 
check  Create accurate bookkeeping quotes that properly reflect a bookkeepers' time and work on clients' accounts, based on your rates and task/time settings. 
check  Hold the client accountable for the information they provided you at the time of the quotes.
check  Designed to assist a bookkeeper in Communicating 2 the client the cost adjustments in billings after the quote.
check Save time and money for you and your clients.  

 

 
Includes Everything

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  bullet  New to Office 
  bullet  Compliance Methods 
  bullet  General Administration 
  bullet  Client Information 
  bullet  Contacting Government 
  bullet  Matching Records 
  bullet  Payroll & Similar Disbursements 
  bullet  Posting & Invoicing 
  bullet  Tax & Regulatory Issues 
  bullet  Year End 
  bullet  Travel 

 

 

 
 

 

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